AI-Driven Tax Operations Lead

Talent Search Pro; Ambler (Montgomery County); On-site; USD 95,000 - 130,000; Full time

Job summary

Talent Search Pro is seeking a strategic Workflow Manager to oversee tax and accounting service workflows in Ambler, PA. You will monitor engagements, assign staff, and drive on-time delivery across tax preparation, bookkeeping, and notices response. You will collaborate with leadership to balance workloads and improve processes.

The role emphasizes AI-enabled workflow integration, internal controls, and reporting to senior partners. A strong ops background in professional services is preferred.

Responsibilities

• Oversee firm workflow across individual tax preparation, business tax returns, bookkeeping/accounting services, tax resolution, and tax notice response work.
• Maintain visibility over all active client engagements, including status, assigned staff, due dates, internal deadlines, budgets, open items, review status, billing status, and completion status.
• Assign, monitor, and update internal due dates, milestones, and staff responsibilities for client engagements.
• Work with firm leadership and department leaders to balance workloads, identify capacity issues, and reassign work as needed.
• Monitor firm output compared to statutory deadlines, internal target dates, assigned budgets, and client expectations.
• Identify workflow bottlenecks and proactively recommend solutions before deadlines are at risk.
• Coordinate regular workflow meetings with staff and firm leadership.
• Prepare weekly and seasonal production reports for partners and managers.
• Assist in developing workflow checklists, status codes, project templates, routing rules, and deadline tracking systems.

Skills

Workflow management

Production oversight

Process improvement

IT systems

AI workflow coordination

Staff coordination

Billing and collections

Engagement budgeting

Job description

Talent Search Pro is seeking a strategic Workflow Manager to oversee tax and accounting service workflows in Ambler, PA. You will monitor engagements, assign staff, and drive on-time delivery across tax preparation, bookkeeping, and notices response. You will collaborate with leadership to balance workloads and improve processes.

The role emphasizes AI-enabled workflow integration, internal controls, and reporting to senior partners. A strong ops background in professional services is preferred.